+3.1%
VCIT vs KEYS
+82.0%
-78.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.2% |
| 7D | -0.2% | +2.9% | -3.1% | -0.3% |
| 30D | -0.5% | -1.3% | +0.8% | -0.5% |
| 3M | -0.9% | -0.1% | -0.8% | -1.1% |
| 6M | -1.9% | +17.4% | -19.3% | -2.9% |
| YTD | -1.0% | +62.9% | -63.9% | -3.6% |
| 1Y | +0.2% | +95.7% | -95.5% | -3.5% |
| 3Y | +19.0% | +150.2% | -131.2% | +12.0% |
| 5Y | +3.1% | +83.1% | -80.0% | -2.2% |
| All | +3.1% | +82.0% | -78.9% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KEYS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling